Recent Top Picks | StockChase
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Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-02-24 TOP PICK Bank-of-Montreal
BMO-T
Bill Shaw

This bank has been making some very strategic moves in terms of getting costs down. In terms of their US exposure, Harris is doing a lot better. They continue to make tuck in acquisitions. Increasing rates will be good for net interest margins. Dividend yield of 3.5%, and has had an excellent track record of dividend growth over the past decade. (Analysts’ price target is $101.20.)

Price:
$99.980
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 TOP PICK Chesswood-Group
CHW-T
Andrey Omelchak

A small-ticket equipment leasing business, and they also provide lending solutions. Mostly operates in the US. The small business confidence in the US is at an all-time high, and as a result, they have seen a very strong pipeline. Has a good organic growth profile. A very solid and capable management team that understands the credit cycles. Thinks this is a prime take-out candidate because it would be hugely liquid for a financial services institution. Dividend yield of 6.8% is sustainable and there is room for further dividend increases.

Price:
$12.310
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 TOP PICK Corus-Entertainment--B-
CJR.B-T
Bill Shaw

They have to get some good synergies of their Shaw acquisition, and in terms of subscriber, they have to keep it up. In 2018, the CanWest payment of $5 million a year disappears. The payout ratio is starting to come back down. Dividend yield of 8.94%, which he thinks is secure, but he wouldn’t mind if they cut it to conserve cash and reinvest it in the business. (Analysts’ price target is $13.23.)

Price:
$12.750
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 TOP PICK Manulife-Financial
MFC-T
Bill Shaw

Life insurance companies are a classic way to play rising interest rates. This one is well-managed, and he particularly likes the fact that they have got the strong Asian market. He has a price target of $27 over the next year. Reasonable dividend yield of 3.41%. (Analysts’ price target is $27.67.)

Price:
$23.850
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 TOP PICK Pacific-Insight-Electronics
PIH-T
Andrey Omelchak

This provides interior lighting solutions for vehicles. People want these things in their vehicles, so the demand for this type of product has really increased nicely over the last several years. They have seen a very strong pipeline for their product. A very profitable company. Just started working with Tesla a couple of quarters ago and are now working on their model 3. They are best in class in terms of the product they provide. A prime take-out candidate, as they keep continuing delivering and given the levels they are trading at.

Price:
$9.510
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 TOP PICK Exco-Technologies
XTC-T
Andrey Omelchak

A well-run company and the ROE is high. They have been expanding margin profile. Normal course issue is going to support the stock price and they are going to see positive allocation of capital. Dividend yield of 2.84%. (Analysts’ price target is $14.08.)

Price:
$11.250
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK Horizons-S-and-P-TSX-Capped-Energy-Index
HXE-T
Brooke Thackray

It is a call on oil.  People are saying Canadian oil stocks just pulled back because of potential border taxes, but US oil stocks did the same thing.  We are starting to break out right at the beginning of their seasonal period.  Feb. 25 until May 9, oil stocks tend to do well.  Technically and seasonally it is the right time to step into oil stocks.

Price:
$21.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-02-23 TOP PICK Magna-Int-l.--A-
MG-T
Brooke Thackray

It is a classic play on the economy.  Consumers keep buying cars.  Feb. 24 to Apr. 24 is the period of seasonal strength.  We are seeing a break out taking place.  Technically and seasonally it looks good.  (Analysts’ target; $65.37).

Price:
$59.200
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-02-23 TOP PICK Sphere-FTSE-Emerging-Sustainable-Yield-ETF
SHZ-T
John DeGoey

A product that was only launched a few months ago. This is a good way to screen for de facto values. As a complement to VEE-T, VEE is diversified emerging markets, and this has more of a value screen.

Price:
$10.410
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK Vanguard-Global-Value-Factor-ETF
VVL-T
John DeGoey

This product has done remarkably well since it was launched. It is less than a year old and is up an incredible amount. People really need to think globally and to invest in value stocks in small company stocks. A great way to get global stocks and with a value bent.

Price:
$31.460
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
John DeGoey

His rationale for gold is that people need to always think, from a portfolio perspective. So that instead of cherry picking on how well a security would do, build an entire portfolio and consider how everything would work together. Having something like gold in your portfolio is a good way to improve risk adjusted returns. A great thing to have in your portfolio, with a small sliver, 3%-5% as a long-term Hold.

Price:
$13.680
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK SPDR-Materials-ETF
XLB-N
Brooke Thackray

This is chemicals in the US.  We are seeing slow growth with a bump up from Trump.  It is positive on a fundamental basis, technically it looks good and it is strong from a seasonal point of view.

Price:
$52.320
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 TOP PICK Anthem-Inc
ANTM-N
Paul Macdonald

The dominant licensee of Blue Cross Blue Shield in 14 states. About 1 in 9 Americans have insurance through them. There are some very structural, positive tailwinds for the medical managed care organizations over the next couple of years. Dividend yield of 1.59%. (Analysts’ price target is $175.75.)

Price:
$163.270
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-22 TOP PICK Celgene-Corp
CELG-Q
Paul Macdonald

Just added this in January. The company has a blood cancer drug that is really going to be the dominant player in that space. Has a huge pipeline of trials that are coming out with Revlimid . Also, diversifying their pipeline with Otezla. Between now and 2020, they are going to double revenues, and they don’t need success in their pipeline to do so. Trading at 16.9X forward earnings, and that grows down to 14X 24 months out. (Analysts’ price target is $140.27.)

Price:
$119.270
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-22 TOP PICK Cineplex-Inc
CGX-T
Jerome Hass

*Short* A pairs trade with Cinemark (CNK-N). This is trading at twice the valuation of Cinemark.

Price:
$50.920
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 TOP PICK Cinemark-Holdings
CNK-N
Jerome Hass

*Long* A pairs trade with Cineplex (CGX-T). This is about twice the size of Cineplex in terms of their screens.

Price:
$43.390
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 TOP PICK Home-Capital-Group
HCG-T
Jerome Hass

*Short* A very crowded short, and he generally doesn’t like to participate in crowded trades, but makes an exception in this case. There are a lot of Shorts on this, because the US hedge funds use it as a proxy for the Canadian housing market. His view is actually quite neutral on the Canadian housing market. There is a lot of runoff in their portfolio, so just to stand still they have to get at least 14% growth in terms of their number of mortgages. This is because banks have gotten smarter at catering to new immigrants to Canada. Dividend yield of 3.91%. (Analysts’ price target is $29.73.)

Price:
$26.260
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 TOP PICK Merck--and--Company
MRK-N
Paul Macdonald

This company has the Mojo right now. Their drugs are definitely working. They have the first-line treatment in very specific lung cancer. Has a huge pipeline of trials going on with Keytruda. He continues to think immuno oncology is fast growing and that there is going to be further positive results coming out over the next couple of years. Dividend yield of 2.88%. (Analysts’ price target is $69.11.)

Price:
$65.290
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-22 TOP PICK Spin-Master-Corp
TOY-T
Jerome Hass

Going to be reporting in March. There are so few listed toy companies globally. It is not inconceivable that this company gets taken out by one of the bigger players. (Analysts’ price target is $37.86.)

Price:
$33.700
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-21 TOP PICK Element-Fleet-Management
EFN-T
Alex Ruus

This is one of 2 parts that was spun out from the old Element Financial. North America’s leading fleet manager and growing organically as well as rolling up other fleet managers over time. They also have some fleet management in other parts of the world. Also, have a lot of peripheral services that they can provide to customers. Trading at 11X next year’s earnings. Dividend yield of 0.71%, which will probably be increased every year. He can see 40% upside from here. (Analysts’ price target is $14.66.)

Price:
$14.030
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 TOP PICK Fortis-Inc.
FTS-T
Robert McWhirter

A diversified international distribution utility holding company. 25% dividend payout ratio. Reported a 15% earnings surprise on Feb 16. Sales are up 11% year-over-year, and the growth margin grew 7% year-over-year. Free cash flow was up 44% and ROE is 8%. 3.7% dividend yield. (Analysts’ price target is $48.55.)

Price:
$43.180
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Yes
2017-02-21 TOP PICK Magna-Int-l.--A-
MG-T
Alex Ruus

The biggest auto parts manufacturer in Canada, and the 2nd globally. One of the most underappreciated Canadian success stories. He continues to be defied by the valuation in this market where we have Shopify (SHOP-T) trading at 100X 3-4 years out earnings, and you can buy this one at 7X next year’s earnings with a dividend that increases every year and they buy back stock. Dividend yield of 2.25%. (Analysts’ price target is $65.37.)

Price:
$59.890
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Robert McWhirter

The largest bus manufacturer and parts distributor in North America. Expecting earnings to grow by 37% year-over-year. There are great opportunities for bus manufacturers in North America. Dividend yield of 2.14%. (Analysts’ price target is $51.29.)

Price:
$44.770
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Yes
2017-02-21 TOP PICK United-Parcel-Services
UPS-N
Alex Ruus

The world’s largest, global logistic company. The largest provider of small package and document delivery in the world. There was a little disappointment with their earnings last quarter and the stock pulled off, making it a great buying opportunity. Trading at 16X next year’s earnings and a 5% free cash flow yield. Dividend yield of 3.08%. (Analysts’ price target is $115.)

Price:
$107.720
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 TOP PICK Western-Forest-Products-Inc.
WEF-T
Robert McWhirter

Technical analyst Leon Tuey likes the profile. Year-over-year sales was up 10% and year-over-year earnings was up over 62%. ROE is 16.4% on a trailing basis and free cash flow yield is 8%, compared to 1.5% last year. Dividend yield of 3.72%. (Analysts’ price target is $2.32.)

Price:
$2.200
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
No
2017-02-17 TOP PICK Fortis-Inc.
FTS-T
Christine Poole

She likes it for the income, growth and the defensive nature of the business.  They just bought ITC corp. which is out of the US and expands their presence there.  ITC is a regulated electric utility.  Over 60% of FTS-T’s earnings are going to be coming from the US now.  They have good visibility post- the acquisition to grow their dividend 6% per year until 2021.  It has lagged the market, so all in, you should get 12% on this name. (Analysts’ target: $48.55).

Price:
$43.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

They have done well in the pharma side.  They just announced the acquisition of a Swiss based pharma company.  They grow organically also.  They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each.  They trade at 16 times earnings and have increased their dividend for 54 consecutive years.  (Analysts’ target: $126.32).

Price:
$118.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK Wajax-Corp
WJX-T
Hap (Robert) Sneddon FCSI

They have three divisions. Industrial components, power systems and equipment.  They have had a huge run up based on earnings.  They report in a couple of weeks.  It may be necessary to sell after that.

Price:
$23.700
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Hap (Robert) Sneddon FCSI

If we think inflation is coming we should see that 10 year north of 3%, but it is not.  We broke above the $49 level.  There are a lot of buyers in there.  It is one of the strongest sectors.  If the 1 year gets above 2.6% then you have broken the theme.

Price:
$49.570
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK SPDR-Health-Care-E.T.F.
XLV-N
Hap (Robert) Sneddon FCSI

Just the big names in US healthcare.  We have seen the bottom in here.  It is one of the strongest sectors out there right now.  We saw some rotation last week.  It is in a secular bull market and we are at the beginning of it.  It has a really good valuation.  The political football that it has been is going to die down.

Price:
$73.660
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
Showing 1 to 30 of 23,562 entries
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